36 Results for

Investment Jobs in Fort Mill, SC

Jobs

Charlotte, NC12 days ago

products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience. As a Senior Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealers Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting.

New!

Charlotte, NC6 days ago

The ideal candidate will have hands-on experience in security setup, data maintenance, and reference data management across multiple asset classes, coupled with strong working knowledge of Eagle, Bloomberg (BBG), BBG AIM, BBG PORT, Charles River (CRD), and GoldenSource. Experience working with entity data across investment vehicles including pooled products, institutional separately managed portfolios or retail separately managed portfolios.

New!

Charlotte, NC6 days ago

Job Description :Perform end-to-end setup, enrichment, and maintenance of securities and reference data in Eagle and related data management platforms. Conduct security master maintenance across multiple asset types equities, fixed income, derivatives, structured products, and funds.

Charlotte, North Carolina28 days ago

The Investment Analyst Sr (Analyst Sr) is responsible for monitoring and managing an existing portfolio of private equity, private credit, real estate and real assets fund investments, as well as underwriting and recommending new fund investments for the portfolio. Ultimately, Novant Asset Management Company (NAMCO) requires the Analyst Sr to work collaboratively with internal team members as well as external parties to further the success of the private markets portfolio as well as the broader investment program.

Charlotte, North Carolina21 days ago

The Investment Analyst Senior position is a part of the Novant Asset Management Company’s Public Markets Team and supports efforts related to the Public Markets portfolios (e.g., Global Equities, Fixed Income and Liquid Alternatives). This role researches and analyzes data to support the senior Investments staff in making critical investment, portfolio management, hedging and strategic planning decisions.

Charlotte, NC30+ days ago

Comfortable programming one or more of the following data reporting and display languages and tools is required: Python, SQL, Matlab/R, VBA, PowerBI, Tableau. Develop quantitative fixed income and multisector tools and frameworks and directly contribute to asset allocation decisions.

Charlotte, NC30+ days ago

$110,000–$130,000 Per Year

You will be expected to work under limited supervision, supporting industry aligned client coverage efforts and working closely with senior professionals in Debt Capital Markets, Leverage Finance, Sponsor Coverage, and M&A teams to originate and successfully execute a wide variety of transactions, including loan syndications, acquisition finance, high yield bonds, convertibles, and M&A. + Working with senior bankers within the Debt Capital Markets, Equity Capital Markets and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to pitch strategies or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives.

CHARLOTTE, NC30+ days ago

$18–$65 Per Hour

As trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

CHARLOTTE, NC30+ days ago

$18–$65 Per Hour

Charlotte, NC27 days ago

$90,000–$95,000

Execute and support annual compliance program requirements including financial document reviews, billing reviews, suitability reviews, third-party service provider due diligence, and annual risk assessments and reports. Execute regulatory compliance and supervisory tasks including email reviews, trade reviews, marketing reviews, document drafting, and regulatory filings via the FINRA Firm Gateway.

Charlotte, NC30+ days ago

Demonstrated expertise in real estate financial analysis and valuation, including income-producing assets, with a strong command of core concepts such as DCF, IRR, NPV, time value of money, and return on equity. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.

Charlotte, NC30+ days ago

Knowledge of key tax issues associated with alternative investment firms, including tax positions referenced by service providers and the impact of potential legislative and regulatory changes . Strong interpersonal skills required to establish and maintain relationships service providers, team members, or other members of the firm .

PA30+ days ago

Stay up-to-date on investment products, services, and industry trends to effectively communicate with clients. Provide exceptional client service to investment clients through phone, email, and in-person interactions.

Charlotte, NC7 days ago

As an Investment Advisor Representative (IAR) supported by The Pelora Group, you’ll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business. You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences.

Charlotte, NC30+ days ago

Remote

$87,000–$100,000 Per Year

Family Support –Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey. We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of America’s Most Trustworthy Companies by Newsweek and, locally, one of the Healthiest Employers of Greater Charlotte.

Charlotte, NC30+ days ago

You possess the desire and ability to effectively build and manage your own book of business within a team, which is supported by a dedicated and fully staffed back-office that includes investment sales analysts, marketing / graphical design, and admin support. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.

Charlotte, NC30+ days ago

$80,000–$100,000 Per Year

The Advisory Specialist must have a strong knowledge of Horizon's investment solutions and global market trends in order to identify and reach out to potential business leads and provide consultative support to prospective and existing clients. As a member of Horizon's Advisor-facing sales team, the Advisory Specialist is partnered with a Regional Director and together they work to expand Horizon's market share.

Charlotte, NC14 days ago

Madison Capital Group is a fast-growing private real estate investment firm focused on acquiring, developing, and managing multifamily, self-storage, and commercial assets across the U.S. With over $2.0B in multifamily assets under management, we’re scaling quickly—and we’re looking for a driven Multifamily Investment Associate to grow with us. If you thrive in a high-impact, fast-paced environment and want exposure to the full investment lifecycle, this is your opportunity to step into a role where your work directly shapes deals, strategy, and portfolio performance.

Charlotte, NC30+ days ago

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Charlotte, NC30+ days ago

Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. The interns will gain hands-on experience across various facets of real estate investment, financial analysis, and market research, developing valuable skills and insights that will help prepare them for a career in real estate.

Charlotte, NC30+ days ago

We're hiring an AVP, Investments to play a key role in both deal origination and execution, serve as a key member of the acquisitions team, focused on evaluating, underwriting, and executing new acquisitions from initial review through closing, including direct interaction with clients and leadership. Exceptional ability to manage multiple assignments while communicating clearly and effectively, with proven strength in presenting financial insights, investment strategies, and transaction rationales persuasively to senior leadership and external partners.

Charlotte, NC30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Charlotte, NC30+ days ago

Rebuilt (www.rebuilt.com) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.

Charlotte, NC30+ days ago

Charlotte, NC28 days ago

$35–$40 Per Hour
Contractor

Experience working with security data across asset classes including equities, fixed income and derivatives Experience working with entity data across investment vehicles including pooled products, institutional separately managed portfolios or retail separately managed portfolios Knowledge of market data sources, products and tools. Ability to work relatively independently and in a team-oriented, collaborative environment Prioritization and problem solving skills Hands-on experience in Reference Data / Security Master / Investment Data Management roles within asset management, investment banking, or financial services firms.

Charlotte, NC22 days ago

The Portfolio Strategist will be the primary interface between Horizon's Investment Management team and their consulting clients; therefore, part of this role is communicating with clients on behalf of IM team and integrating Horizon strategies in customized portfolios while also advocating internally for interests of the consulting clients. Flexible communication skills: verbal acuity and writing proficiency, ability to listen to clients, capable of "translating" from investment-speak to financial advisor and/or end client language.

Charlotte, NC28 days ago

$40–$42 Per Hour
Contractor

Requirements and Technology Experience: Key Skills; Reference Data & Security Master Management, Eagle, Bloomberg, Charles River, and Golden Source, SQL & Excel Proficiency, Financial Instruments Knowledge, Data Quality & Reconciliation Reference Data & Security Master Management: Hands-on experience with security setup, enrichment, and maintenance across asset classes (Equities, Fixed Income, Derivatives, Structured Products). By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners.

Charlotte, NC28 days ago

$88–$91 Per Hour
Contractor

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. This is a 12+ months contract opportunity with long-term potential and is located in Iselin, NJ, Charlotte, NC, New York , NY (Hybrid).

Charlotte, North Carolina9 days ago

Remote

$31.39–$50.14 Per Hour

The Credit Analyst will learn how to analyze credit data, prepare reports, conduct periodic portfolio reviews, and other activities required to underwrite and manage a portfolio of credits. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.

South Carolina, SC7 days ago

Key ResponsibilitiesGather, analyze, and document business requirements from stakeholders including Portfolio Managers, Financial Advisors, and Operations teams. We are looking for a Business Analyst with strong experience in Wealth Management to bridge the gap between business stakeholders and technology teams.

Charlotte, NC30+ days ago

Our Charlotte and Atlanta Corporate Finance investment bankers are “Industry Coverage Experts” who originate and execute debt, M&A, and equity transactions across various industries through capital raising and strategic advisory solutions. Sector coverage in Charlotte includes Aerospace, Defense & Government Services, Consumer and Retail, Financial Institutions, Communications & Digital Infrastructure, Commercial & Industrial Services.

Charlotte, NC30+ days ago

$70,000–$154,000 Per Year

Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Charlotte, NC30+ days ago

$70,000–$154,000 Per Year

Duties and Responsibilities: + Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Charlotte, NC30+ days ago

$70,000–$154,000 Per Year

The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established guidelines. Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from.

Charlotte, NC30+ days ago

$70,000–$154,000 Per Year

Summary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established guidelines. + Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios fromfinancial information.

Charlotte, NC30+ days ago

$87,027–$138,965 Per Year

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date. * Minimum 5 years of experience with SAS or SQL, or other data management, reporting and query tools (Sharepoint, SAP, Business Objects, Tableau, Crystal reports/Dashboard, etc) .

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Investment Jobs in Fort Mill, SC

Jobs

Senior Analyst, Investment PerformanceAmeriprise

Senior Data AnalystAxelon Services Corporation

Senior Data Analyst-1Axelon Services Corporation

Investment Analyst Sr (Private Markets)Novant Health

Investment Analyst SeniorNovant Health

Quantitative Investment AnalystAshton Lane Group, Inc

Investment Banking Analyst, Corporate Finance - FIGCitizens

2026 Analyst Program, Early Careers – Corporate & Investment Banking (CIB) Chief Operating Office (COO)Wells Fargo

2026 Summer Analyst Program, Early Careers – Corporate & Investment Banking (CIB) Chief Operating Office (COO)Wells Fargo

Investment Adviser Compliance ConsultantSynergy RIA Compliance Solutions

Investment Sales Analyst – Talent PipelineNorthmarq

Tax Senior Manager - Tax Director - Alternative InvestmentsRegal Executive Search

Investment Client Service AssociateThe Perillo Group

Investment Advisor RepresentativeThe Pelora Group

Investments Accounting Consultant (Charlotte, NC (Hybrid) or Remote) (Charlotte, NC, US, 28277)BrightHouseFinancial

Multifamily Investment Sales Broker - CharlotteNorthmarq

Advisory Specialist Internal Sales in Investment Management FieldHorizon Investments

Investment Associate - Charlotte, NCMadison Capital Group Holdings LLC

U.S. Private Bank - Investment Specialist - Vice PresidentJPMorgan Chase

Multifamily Investment Sales Summer 2026 InternshipNorthmarq

Assistant Vice President, InvestmentsNorthmarq

J.P. Morgan Wealth Management - Private Client Investment AssociateJPMorgan Chase Bank, N.A.

Hybrid-Real Estate Investment Representative/Acquisitions AgentRebuilt

Hybrid Real Estate Investment Representative/Disposition AgentRebuilt

Senior Data Analyst-1Pyramid, Inc

Portfolio StrategistHorizon Investments

Senior Data AnalystPyramid, Inc

Senior Program Manager & AnalystPyramid, Inc

Credit Analyst II spCity National Bank

Business AnalystQode

2026 Analyst I Corporate Finance (Charlotte, NC or Atlanta, GA)Citizens

Senior Commercial Portfolio Manager – Technology FinanceHuntington

Senior Commercial Portfolio Manager – Technology FinanceHuntington National Bank

Senior Commercial Portfolio Manager - Equipment FinanceHuntington

Senior Commercial Portfolio Manager - Equipment FinanceHuntington National Bank

Data Analyst Credit Portfolio IIICity National Bank

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